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Disclosery

AE Wealth Management LLC: TFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on TFC, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 546,432 TFC shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 546,432 shares
    Change vs previous 13F -70,088 shares

    0.13% of the 13F portfolio, value $27,223,230.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 616,520 shares
    Change vs previous 13F +102,314 shares

    0.15% of the 13F portfolio, value $28,341,514.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 514,206 shares
    Change vs previous 13F -209 shares

    0.15% of the 13F portfolio, value $25,304,114.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 514,415 shares
    Change vs previous 13F +20,135 shares

    0.15% of the 13F portfolio, value $23,519,036.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 494,280 shares
    Change vs previous 13F +10,891 shares

    0.16% of the 13F portfolio, value $21,249,104.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 483,389 shares
    Change vs previous 13F +54,008 shares

    0.17% of the 13F portfolio, value $19,891,461.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 429,381 shares
    Change vs previous 13F +19,040 shares

    0.16% of the 13F portfolio, value $18,626,618.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 410,341 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $17,550,297.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).